EPRF icon

Innovator S&P Investment Grade Preferred ETF

54 hedge funds and large institutions have $67.8M invested in Innovator S&P Investment Grade Preferred ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
20
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DIM
26
Delta Investment Management
California
$767K +$50.2K +2,097 +7%
Citadel Advisors
27
Citadel Advisors
Florida
$712K +$218K +9,119 +44%
Wells Fargo
28
Wells Fargo
California
$557K +$64.2K +2,684 +13%
CPIG
29
Chicago Partners Investment Group
Illinois
$499K +$4.86K +227 +1%
MFS
30
Madrona Financial Services
Washington
$492K +$492K +20,560 New
MML Investors Services
31
MML Investors Services
Massachusetts
$347K -$436K -18,197 -56%
ACM
32
AlphaStar Capital Management
North Carolina
$344K +$1.19K +50 +0.3%
JWCA
33
J.W. Cole Advisors
Florida
$318K -$256K -10,694 -45%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$313K +$8.6K +359 +3%
MIAN
35
Mariner Independent Advisor Network
Kansas
$290K -$7.17K -300 -2%
APW
36
Aurora Private Wealth
New Jersey
$254K -$88.5K -3,703 -26%
CAN
37
Cetera Advisor Networks
California
$250K -$29.2K -1,217 -10%
BAM
38
Belpointe Asset Management
Nevada
$195K -$29.3K -1,221 -13%
NL
39
NVWM LLC
Pennsylvania
$149K -$3.24K -135 -2%
CWA
40
Core Wealth Advisors
Florida
$117K +$117K +4,891 New
IA
41
IFP Advisors
Florida
$113K -$292K -12,137 -72%
NFSG
42
Newbridge Financial Services Group
Florida
$104K +$12.7K +530 +14%
NFG
43
Next Financial Group
Texas
$90K +$74.4K +3,099 +477%
AF
44
Advisornet Financial
Minnesota
$48K -$12K -500 -20%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$32K +$32K +1,345 New
HCM
46
Horrell Capital Management
Arkansas
$28K
GWSG
47
GPS Wealth Strategies Group
Colorado
$25K
CA
48
CoreCap Advisors
Michigan
$24K +$24K +1,000 New
CWA
49
Clearview Wealth Advisors
Oregon
$23K -$33.3K -1,360 -59%
Morgan Stanley
50
Morgan Stanley
New York
$10K